Ronda Warrener, financial advisor Wakefield RI
96 score

Ronda Warrener

CRD Number: 1905192
Current Firm: Edward Jones

Ronda Warrener (CRD# 1905192) is an Investment Advisor Representative working at Edward Jones in Wakefield, RI and has over 26 years of experience in the finance industry. Ronda Warrener has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Robert Henderson, financial advisor Wakefield RI
Robert C. Henderson
CRD# 5089860
Lansdowne Wealth Management, LLC
Score
104
Similar Advisors
Ronald Kent, financial advisor Wakefield RI
Ronald W. Kent
CRD# 728447
Spinnaker Asset Management Inc.
Score
103
Similar Advisors
Rick Campbell, financial advisor Wakefield RI
Rick W. Campbell
CRD# 4566472
Financial Independence, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Edward Jones St. Louis, MO Aug 2015 - Current 1
Metlife Securities Inc. Warwick, RI Jul 2009 - Aug 2015 6
Ubs Financial Services Inc. Providence, RI Nov 2005 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Sep 1997
Contact Info for Ronda L. Warrener
Phone Number: 314-515-2000
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Ronda Warrener and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.